ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 275 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.87 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,479,266 | -12.9% | 30,500 | +1.4% | 0.39% | -4.5% |
| Q2 2023 | $1,697,940 | +4.0% | 30,073 | -0.5% | 0.40% | -3.6% |
| Q1 2023 | $1,632,041 | +5.7% | 30,234 | +3.0% | 0.42% | -3.7% |
| Q4 2022 | $1,543,507 | +15.0% | 29,361 | +3.2% | 0.44% | +0.9% |
| Q3 2022 | $1,341,891 | +1.1% | 28,442 | +8.1% | 0.43% | +3.6% |
| Q2 2022 | $1,327,000 | -11.6% | 26,315 | +6.8% | 0.42% | +6.7% |
| Q1 2022 | $1,501,000 | -1.2% | 24,631 | +6.8% | 0.39% | +0.3% |
| Q4 2021 | $1,519,000 | +21.8% | 23,073 | +16.2% | 0.39% | +4.0% |
| Q3 2021 | $1,247,000 | +10.2% | 19,861 | +533.1% | 0.37% | +14.4% |
| Q2 2021 | $1,132,000 | +20.2% | 3,137 | +10.0% | 0.33% | +0.3% |
| Q1 2021 | $942,000 | +5.7% | 2,853 | +4.7% | 0.33% | +3.5% |
| Q4 2020 | $891,000 | +21.6% | 2,724 | +11.4% | 0.32% | +9.4% |
| Q3 2020 | $733,000 | +7.0% | 2,445 | -5.5% | 0.29% | -5.6% |
| Q2 2020 | $685,000 | +29.7% | 2,588 | +10.4% | 0.30% | +4.1% |
| Q1 2020 | $528,000 | +21.9% | 2,344 | +43.3% | 0.29% | +59.2% |
| Q4 2019 | $433,000 | +74.6% | 1,636 | +63.3% | 0.18% | +68.8% |
| Q3 2019 | $248,000 | +7.4% | 1,002 | +4.5% | 0.11% | +1.9% |
| Q2 2019 | $231,000 | +9.0% | 959 | +4.8% | 0.11% | +3.9% |
| Q1 2019 | $212,000 | – | 915 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hall Private Wealth Advisors | 216,108 | $10,196,000 | 5.87% |
| CUMBERLAND ADVISORS INC | 308,050 | $14,534,000 | 5.79% |
| Crumly & Associates Inc. | 241,605 | $11,399,000 | 4.70% |
| Ulrich Consultants & Investment Group, LLC | 115,045 | $5,428,000 | 4.19% |
| Safeguard Investment Advisory Group, LLC | 124,770 | $5,886,000 | 4.03% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 172,499 | $8,138,000 | 3.87% |
| Flaharty Asset Management, LLC | 378,713 | $17,868,000 | 3.68% |
| Madden Advisory Services, Inc. | 81,074 | $3,825,000 | 3.06% |
| Ahrens Investment Partners LLC | 121,933 | $5,753,000 | 3.03% |
| Stonebridge Financial Planning Group, LLC | 91,759 | $4,329,000 | 3.03% |